Remote Tax Consultant — Client-Facing 1040 Expert

Intuit, Inc.; Panama City (FL); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax-preparation professional for a virtual, customer-facing role. You will guide customers through their taxes using TurboTax products, offering expert tax advice, and assisting with return preparation and signatures.

Strong communication and the ability to explain tax concepts in plain language are essential. Qualified candidates have 2+ years of federal/state 1040 preparation experience for many clients, possess PTIN, and are willing to meet remote security standards.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Strong verbal and written communication skills.
• Willingness to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using video communications software to interact with customers.
• Provide tax advice and support for full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and aim to meet KPI metrics and goals.
• Participate in training, pilots, and process improvements as needed.

Skills

Tax return prep

Customer service

Communication

Tax software

Tools

TurboTax

Video software

Job description

Intuit, Inc. seeks a tax-preparation professional for a virtual, customer-facing role. You will guide customers through their taxes using TurboTax products, offering expert tax advice, and assisting with return preparation and signatures.

Strong communication and the ability to explain tax concepts in plain language are essential. Qualified candidates have 2+ years of federal/state 1040 preparation experience for many clients, possess PTIN, and are willing to meet remote security standards.